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EPD General Info

The 'General Info' page is the default landing page for any new or saved proposal record in EPD. Users can navigate back to this page from any section in the record through the left hand navigation.

The General Info screen contains all of the basic field required to get a proposal start in EPD. The fields listed below the "Related Resources" section will be required to move forward. 
     

Note: Some of the fields above will require you to perform a search (for example, you will need to search the Agency Sponsor which can be done through a variety of fields. Remember to use the asterisk at the beginning and end of your search criteria)


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Proposal Type

Select the appropriate proposal type using the drop down list.  

  • New - A competitive proposal for support of a project that is being submitted for funding the first time.
  • Continuation - A non-competitive proposal for the next funding increment of a current project usually submitted annually, if required by the agency.
  • Renewal - A proposal to renew an expiring project, which will be reviewed competitively with other proposals and for which funding is not assured.
  • Revision - A proposal application that proposes a change in the Federal Government's financial obligations or contingent liability from an existing obligation/award (e.g., NIH requires that requests for supplements to their grant awards be submitted using the proposal type of “Revision”). A Revision in this context is always a change to an existing award.
  • Resubmission (NIH) - A competitive proposal that was previously submitted but was not funded and is being amended for resubmission.

For the following proposal types see 'UCSD Proposal Types' under 'Others'.

  • Transfer Proposal
  • Internal Proposal
  • NIH Minority Supplement
  • Other Supplement
  • N/A - None of the above

Activity Type

Select the appropriate entry from the drop-down list.
  • Basic Research - Research which is directed toward increase of knowledge in science wherein the primary aim of the investigator is fuller knowledge or understanding of the subject under study, rather than a clear or direct practical application thereof.
  • Applied Research - Research which consists of the effort which, (1) normally follows basic research, (2) attempts to determine and expand the potentiality of new scientific/improvements in technology, materials, processes, methods, devices, and techniques, and (3) attempts to "advance the state of the art."
  • Developmental Research - Research which involves the systematic use and practical application of investigative findings and theories of a scientific or technical nature toward the production of, or improvements in, useful products to meet specific performance requirements but exclusive of manufacturing and production engineering.
  • Clinical Research - Research with human subjects that is patient-oriented.  Research conducted with human subjects (or on material of human origin such as tissues, specimens, and cognitive phenomena) for which an investigator (or colleague) directly interacts with human subjects. Excluded from this definition are in vitro studies that utilize human tissues that cannot be linked to a living individual. It includes research into the mechanisms of human disease, therapeutic interventions, clinical trials, development of new technologies, epidemiological and behavioral studies, outcomes research and health services research.  Studies falling under 45 CFR part 46.101(b) (4) (Exemption 4) are not considered clinical research by this definition. For more detailed information contact the Office of Clinical Trials Administration.
  • Other Research – to be used only if a research project cannot be classified as basic, applied, developmental, or clinical research. 
  • Instruction/Training - Projects that involve the scholarly, professional, or occupational instruction for matriculated students or University employees in forms such as classes, seminars, workshops, conferences, etc. This also includes agency sponsorship of students or employees who are "in training" primarily, but not exclusively, at the graduate and postgraduate levels. The scope of this also includes sponsored training awards made to the University which provide for selection of student recipients by academic departments and the institutional support which is either included in the training grant or is applied for and awarded separately.
  • Public Service - Projects, including conferences, where the sponsor, usually the Federal or State government, desires to have the University provide the benefits of scholarly or professional training or services to individuals or sponsor-designed recipient groups which are external to the University.
  • Equipment – Proposals/awards that are restricted by the sponsor for the sole purpose of either the upgrade of an investigator's present equipment or the purchase of new state-of-the-art equipment to aid in their research endeavors.
  • Marine Facilities (SIO) - Scripps Institution of Oceanography ship and ship technician use.

Start Date & End Date

Expected project Start and End Date. Use mm/dd/yy format or calendar tool. Fields feed to the budget summary.

  • Start Date (mm/dd/yy) - The anticipated starting date for the project. This is the date that should be used to estimate project expenses for the budget. Agency guidelines may determine the earliest start date that can be selected.
  • End Date (mm/dd/yy) - The anticipated ending date for the project. This is the date that would be at the end of the entire project. For NIH annual Continuations, use the dates of the one year budget period instead of the multi-year project period.

Original Proposal Number

Use the Search icon to search the Institute Proposal module for the original proposal number, which will then get added to the record in this field.

Original Proposal Number - Required if the Proposal Type is Resubmission, Revision or Continuation. 

Award Number

Required if the Proposal Type is Continuation, Renewal, or Revision. Leave this field blank for New or Resubmission. Use the various search criteria to locate the award information needed. 

Agency / Sponsor

List the name of the funding agency that the proposal will be submitted to.

Prime Sponsor

If your institution will be the subcontractor for the proposal, the prime sponsor is the agency providing funds to your sponsor. If not, leave this field blank.

Prime Sponsor - List the name of the funding agency, referred to here as the "Prime", actually providing the dollars. For example, the name of the Federal, Non Profit, For Profit, State, or Foreign agency, not the name of the entity the proposal is being submitted to.

Proposal Deadline Date

Proposal Deadline Date - Date the proposal is due at the sponsor. List the agency required due date for the proposal, as funding agencies will not accept proposals which miss a deadline. This date is extremely important! If the agency does not have a formal due date or if the proposal will not be submitted formally to the agency add the date that you would like a Central Office review.

NSF Science Code

Select this code from the drop-down list.  This data will aid Scripps Institute of Oceanography (SIO) institutional annual reporting requirements.

NSF Science Code - Required ONLY for NSF proposals for SIO.

Anticipated Award Type

Select the appropriate entry form the drop-down list.

  • Clinical Trial (CTO) -  A Sponsor Initiated Clinical trial is the controlled, clinical testing in human subjects of investigational new drugs, devices, treatments, or diagnostics, or comparisons of approved drugs, devices, treatments, or diagnostics, to assess their safety efficacy, benefits, costs, adverse reactions, and/or outcomes.  Such studies may be conducted under an industry-developed protocol.  Financial support for the clinical trial must be provided by a for-profit entity. For more information see the Office of Clinical Trial Administration.
  • !Grant - A simple funding mechanism used by agencies to allocate extramural (outside) support. A grant provides maximum flexibility in the expenditure of funds and performance of the proposed work. There is little agency involvement and grant terms and conditions are usually referenced rather than included in the grant agreement.
  • Contract - A contract is the most restrictive funding mechanism. Once the research scope of work budget and teams and conditions have been negotiated and a contract document fully executed, most changes require a re-negotiation and a formal contract modification. Agency personnel may interact frequently with the PI with regard to progress of the research and expenditure of the funds. The contract terms and conditions are generally a specific part of the contract document.
  • Cooperative Agreement - A cooperative agreement is only used when the sponsor, generally the federal government, plans to have a more active management role in the project. The terms and conditions generally have more restrictions than a grant but fewer restrictions than a contract.
  • Subaward Grant - A subward grant is similar to a grant except that, rather than UCSD receiving an award directly from a funding agency, it is awarded via another entity. For example, UCSD may receive funding from another University who received their funding from an NIH grant.
  • Subaward Contract - A subward contract is similar to a contract except that, rather than UCSD receiving award directly from a funding agency, it is awarded via another entity. For example, UCSD may receive funding from another University who received their funding an Air Force contract.
  • PI Initiated Clinical Trial (OCGA) - A PI-initiated clinical trial is when the protocol is authored by:
    • UC San Diego investigators within the course and scope of their University employment, or
    • UC San Diego investigators within the course and scope of their University employment jointly with an employee of another entity (e.g., an employee of another non-profit institution, an employee of the industry-sponsor, etc.).

Sponsor Proposal No. (Number)

Required if the Proposal Type is Renewal, Resubmission, Revision, or Continuation. Search the Award module or Institute Proposal module, as appropriate, to find this number.

Sponsor Proposal No. (number) - Required if the Proposal Type is Renewal, Resubmission, Revision, or Continuation. For example, resubmission of NCI grant this would be CA123456. For a Continuation format of the Sponsor Proposal Number is 5R01CA123456-02. For new proposals, leave blank.

Title

List the title for the proposal. Be as brief and concise as possible. The Principal Investigator will usually furnish this information. Be sure to check the funding agency guidelines for any possible requirements on length and content, as some agencies are very specific about this information.

Title - the title of the proposal.

Program Title

Enter a program title provided by the sponsor. 

Proposal in Response

Proposal in Response is how this funding opportunity was announced.  Select an entry from the drop-down list to identify how this funding opportunity was announced.

  • Federal Solicitation - A Federal Government agency's proposal submission guidelines.
  • Unsolicitated - A proposal submitted to an agency arbitrarily, not in response to an official solicitation.
  • Verbal Request for Proposal - Usually happens when Principal Investigators are communicating with a technical contact directly and the proposal is requested by the technical contact.
  • SBIR Solicitation - Small Business Innovation Research
  • STTR Solicitation - Small Business Technology Transfer
  • Non-Federal Solicitation - A proposal solicitation from an entity other than the Federal Government.

Funding Opportunity Number

Funding Opportunity Number is the applicable number that is associated with the announcement. Enter the funding opportunity number in this field.

  • PA - Is an acronym for Program Announcement, which describes a research opportunity which may be either new or an expanded interest in a particular extramural program. Proposals submitted in response to a PA and which are selected for funding will generally be awarded as grants.
  • RFA - Is an acronym for a Request for Application, which describes the availability of funds for a topic of specific interest to a funding agency. Proposals submitted in response to an RFA and which are selected for funding will generally be awarded as grants or cooperative agreements.
  • RFP - Is an acronym for a Request for Proposal, which describes the availability of funds for a very specific topic of research. Proposals submitted in response to an RFP and which are selected for funding will be awarded as contracts.

Additionally, there may be other acronyms based on the particular agency. For example; BAA - Broad Agency Announcement or RFQ - Request for Quotation. They generally contain information about the type of projects they will fund, have detailed information/guidelines about preparation of the proposal, and the deadline date by which the proposal must be submitted.

CFDA Number

CFDA Number is the Catalog of Federal Domestic Assistance number assigned by sponsor for funding opportunity. Enter the number manually, if known.

Note: Some NIH opportunities do not assign CFDA numbers until after award.  In such cases leave the CFDA field blank.

Agency Program Code

Only needs to be entered if it is required for the opportunity. Locate the code in the announcement of opportunity, at Grants.gov, or the sponsor's website and enter it in the agency program code field. This code is currently required only for NSF submissions, but it may be used by other agencies in the future. 

Agency Division Code

Only needs to be entered if it is required for the opportunity. Locate the code in the announcement of opportunity, at Grants.gov, or the sponsor's website and enter it in the agency division code field. This code is currently requirved only for NSF submissions, but it may be used by other agencies in the future. 

Agency Routing Identifier

The Agency Routing Identifier is a number that is assigned by the agency when they receive the proposal from Grants.gov

Previous Grants.gov Tracking ID

The Previous Grants.gov Tracking ID is a number that is assigned by Grants.gov when you first submit your proposal.

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